Buy Hold Sell, by Livewire Markets
Business:Investing
Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable.
Rates, on the other hand, have been on a downhill trajectory for a good 30 years. Now, it seems that they too may be on the way up.
In fact, the RBA recently dropped its reference to rates rising "not before 2024", with economists around the country now forecasting that rates could get a hike far, far sooner (some have predicted that cash rates could rise in November 2022).
So in this thematic episode, Livewire's Ally Selby is joined by Stuart Welch from Alphinity and Rhett Kessler from Pengana for their thoughts on the stocks you should be buying (and avoiding) in this environment.
Plus, they also name two stocks that can benefit from inflationary tailwinds over the months and years to come.
Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/which-stocks-to-own-as-rates-rise-and-2-fundie-favourites/
Buy Hold Sell: 4 outstanding results (and 2 shockers)
Buy Hold Sell: 5 Comeback Kings
Buy Hold Sell: 5 pandemic-proof small caps
Digging for gems in the commodities market
Buy Hold Sell: 5 small caps with rock-solid dividends
Buy Hold Sell: 5 tech small caps with massive addressable markets
Big shifts redefining small caps
Buy Hold Sell: 5 small caps riding structural growth tailwinds
Buy Hold Sell: 4 fundie favourites, and why CSL is a sell
Predicting the winners and losers of earnings season
Buy Hold Sell: 5 of the best performing growth stocks
Buy Hold Sell: 5 ASX and international growth stocks
Is it time you loaded up on growth stocks?
Buy Hold Sell: 6 of the most Googled stocks
Buy Hold Sell: 6 small cap dividends stocks with big yields
Where is the value in small caps?
Buy Hold Sell: 5 quality small caps at a reasonable price
Buy Hold Sell: 5 emerging leaders from the crisis
Making sense of this stunning rally
Buy Hold Sell: 5 stocks to ride the financials rebound
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast